See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,710 | $106,584-92.8% | $101,326-92.4% | $142,382-94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.41% | 36.93%-13.5pp | 36.82%-13.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,748 | $3,956-55.8% | $3,665-52.3% | $4,299-59.3% |
| Participant deferral / active EE | $2,700 | $8,297-67.5% | $7,994-66.2% | $6,507-58.5% |
| Admin fee / account holder | $44 | $11,446-99.6% | $11,185-99.6% | $12,624-99.7% |